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MEFOX Meehan Focus Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Broadcom Inc. (NASDAQ:AVGO), Applied Materials (NASDAQ:AMAT), Lowe's Companies (NYSE:LOW), United Rentals (NYSE:URI).

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests in the common stocks of companies that exhibit the potential for significant growth over at least a three-year period. It normally invests in a focused portfolio of securities of no more than 45 issuers, including U.S. common stocks or securities convertible into common stock. The fund may invest in foreign securities or investment vehicles that provide exposure to foreign securities, such as exchange-traded funds ("ETFs") and issuer-sponsored American Depository Receipts ("ADRs"). It is non-diversified.

Market Cap

The average market capitalization across the Meehan Focus MF is 1.21T. The market cap for tickers in the group ranges from 47.7B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is URI at 47.7B.

Volume

The average weekly volume growth across all stocks in the Meehan Focus MF was -4%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 70
P/E Growth Rating: 48
Price Growth Rating: 41
SMR Rating: 40
Profit Risk Rating: 12
Seasonality Score: -61 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ZTEK0.760.01
+1.33%
Zentek Ltd
TGLS68.65-0.25
-0.36%
Tecnoglass
REG71.58-0.55
-0.76%
Regency Centers Corp
BNRG0.92-0.02
-2.18%
Brenmiller Energy Ltd
MLYS11.72-0.38
-3.14%
Mineralys Therapeutics

MEFOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MEFOX has been closely correlated with FXAIX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if MEFOX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MEFOX
1D Price
Change %
MEFOX100%
-0.54%
FXAIX - MEFOX
96%
Closely correlated
-0.19%
VTSMX - MEFOX
95%
Closely correlated
-0.24%
VSMPX - MEFOX
95%
Closely correlated
-0.24%
VITSX - MEFOX
95%
Closely correlated
-0.25%
VSTSX - MEFOX
95%
Closely correlated
-0.25%
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